There are two areas where security can be set on individual statuses: Tools > Security (controls whether a user can access Status and at what level), and Tools > Status (ie., restricting sales staff from editing a job once its status has changed to Picking would be done via Tools > Status)..
Jim2 Security
Status security levels can be a value from 1 (everyone) to 10 (administrators), set via Tools > Security. When Jim2 is first installed, all security groups and statuses are set to a level of 10 by default. From there, edit which security groups have access to which Status security level.
Status Security
The Status level flag in existing security groups allows for restricting who can use each status in the strict workflow.
For example, restrict the users who can change a sales job to Finish to those whose security level is 8 or higher. To do this:
▪on the ribbon, go to Tools > Status, select the correct job tab (Sales Job or Service Job), then select the row containing the Finish status
▪click Edit
▪select Security Level to set the security level to 8
▪click Save.
 |
When setting the status security level, it is important to remember which users can move a job onto a specific status. Ensure the Security grid corresponds with the choices here. |
Example:
Status |
Linked Statuses |
Status Security Level |
|---|---|---|
Booked |
Ticked |
1 – anyone can book a job. |
Checked |
Proceed, Booked |
1 – anyone can proceed. |
Finish |
Booked, Checked, Proceed |
8 – only users with this security level or higher can change a job to Finish status. In fact, this Status option is not visible if the user does not have this security level or higher. |
Please contact sales@happen.biz to discuss report development that includes status benchmarking.
Further information